Financial Planning & Information Services’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$1.02M	Hold	1,745	–	–	0.14%	47
2024 Q2	$815K	Hold	1,745	–	–	0.12%	47
2024 Q1	$794K	Hold	1,745	–	–	0.12%	49
2023 Q4	$791K	Hold	1,745	–	–	0.12%	50
2023 Q3	$714K	Hold	1,745	–	–	0.13%	50
2023 Q2	$803K	Hold	1,745	–	–	0.15%	50
2023 Q1	$825K	Hold	1,745	–	–	0.16%	51
2022 Q4	$849K	Buy	1,745 +239	+16%	+$116K	0.18%	46
2022 Q3	$582K	Hold	1,506	–	–	0.14%	49
2022 Q2	$648K	Hold	1,506	–	–	0.16%	49
2022 Q1	$665K	Hold	1,506	–	–	0.15%	50
2021 Q4	$535K	Hold	1,506	–	–	0.13%	50
2021 Q3	$520K	Hold	1,506	–	–	0.14%	49
2021 Q2	$570K	Sell	1,506 -24	-2%	-$9.08K	0.17%	46
2021 Q1	$565K	Buy	1,530 +24	+2%	+$8.86K	0.17%	45
2020 Q4	$535K	Hold	1,506	–	–	0.18%	44
2020 Q3	$577K	Hold	1,506	–	–	0.22%	40
2020 Q2	$550K	Hold	1,506	–	–	0.23%	37
2020 Q1	$510K	Hold	1,506	–	–	0.27%	37
2019 Q4	$586K	Hold	1,506	–	–	0.23%	36
2019 Q3	$587K	Hold	1,506	–	–	0.25%	37
2019 Q2	$547K	Hold	1,506	–	–	0.24%	37
2019 Q1	$452K	Hold	1,506	–	–	0.2%	37
2018 Q4	$394K	Hold	1,506	–	–	0.19%	35
2018 Q3	$521K	Hold	1,506	–	–	0.2%	35
2018 Q2	$445K	Hold	1,506	–	–	0.17%	34
2018 Q1	$509K	Hold	1,506	–	–	0.18%	31
2017 Q4	$484K	Hold	1,506	–	–	0.16%	27
2017 Q3	$467K	Hold	1,506	–	–	0.16%	28
2017 Q2	$418K	Hold	1,506	–	–	0.15%	29
2017 Q1	$403K	Hold	1,506	–	–	0.15%	29
2016 Q4	$376K	Hold	1,506	–	–	0.15%	29
2016 Q3	$361K	Hold	1,506	–	–	0.15%	29
2016 Q2	$374K	Hold	1,506	–	–	0.17%	29
2016 Q1	$334K	Hold	1,506	–	–	0.17%	28
2015 Q4	$327K	Buy	+1,506	New	+$327K	0.19%	28